Portal Orientation

To ensure that you have a successful experience with web services purchased from PropertyBoss, we would like to invite new clients to participate in our Portal Orientation Program.

The Portal Orientation Program is designed to familiarize you with the basic portal functionality and capabilities. This program typically lasts between 30 and 60 minutes and is conducted over the telephone. In this session you will learn how to navigate through the various aspects within the portal.

Course Outline

Portal Overview

• Registration
• Logging in
• External Links

Lease Information

• Current Lease Status, Balance, and Deposits Held
• Optional Payment Portal Access

Charges

• Viewing Lease Recurring Charges
• Next Billing Information
• Late Fee Information

Contact Information

• Update Existing Contact Information
• Update/Reset Password

Documents

• Media Added to the Property/Lease
• Ability to View and/or Download or Print Documents

Work Orders

• Creating New Work Orders
• Update Existing Work Orders
• Adding Optional Work Order Groups (i.e. Inspections, Marketing)

Course ID: SvcWeb02

To ensure that you have a successful experience with web services purchased from PropertyBoss, we would like to invite new clients to participate in our Portal Orientation Program.

The Portal Orientation Program is designed to familiarize you with the basic portal functionality and capabilities. This program typically lasts between 30 and 60 minutes and is conducted over the telephone. In this session you will learn how to navigate through the various aspects within the portal.